NOX 6.45% 8.7¢ noxopharm limited

Ann: LuPIN Survival Outcome Confirmed by Conference Presentation, page-21

  1. 587 Posts.
    lightbulb Created with Sketch. 356
    Good summary Zenox and I largely agree with your conclusions. I suspect that NOX see a faster approval and better opportunities through their other programs but no doubt this is very close to GKs heart so hopefully this leads to a phase 2/3 soon, paid for by someone else.

    I've added a few things I have dug out of the TheraP data in Lancet below.
    Feels like TheraP took some care to obfuscate or downplay survival data. (Political maybe, not wanting to steal any thunder with big daddy VISION on the horizon). However, there is no doubt in my mind that Lu-PSMA will be on the market, without Veyonda, very soon.

    Population
    Previous treatment
    TheraP: 8.1% had not previously received an androgen signalling inhibitor ASI (enzalutamide or abiraterone) and 0% had received cabazitaxel.
    Lupin: 100% had received at least one ASI and nearly all had received cabazitaxel.

    Median Baseline PSA:
    TheraP: 93.5 (44 to 219)
    Lupin: 115 range 46-476)

    >20 mets:
    Therap: 77/99 (77.8%)
    Lupin: 37/56 (66.1%)

    Response
    PSA > 50%
    TheraP: 66% (65/99)
    Lupin: 61% (34/56)

    Median PSA PFS
    TheraP: MAYBE 5.5 months? Graph below.
    Lupin: The median PSA PFS was 7.5 months with a confidence interval of 5.9-9.0 months

    https://hotcopper.com.au/data/attachments/2909/2909773-295ddd2041c371f12f1546a5928c5fcb.jpg
 
watchlist Created with Sketch. Add NOX (ASX) to my watchlist
(20min delay)
Last
8.7¢
Change
-0.006(6.45%)
Mkt cap ! $25.42M
Open High Low Value Volume
9.2¢ 9.2¢ 8.3¢ $44.27K 511.9K

Buyers (Bids)

No. Vol. Price($)
1 17000 8.7¢
 

Sellers (Offers)

Price($) Vol. No.
9.0¢ 22476 2
View Market Depth
Last trade - 15.41pm 15/08/2024 (20 minute delay) ?
NOX (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.